What Reagan Consulting does

Reagan Consulting is a private professional services firm headquartered in Atlanta, Georgia, providing M&A advisory, capital raising, valuation, perpetuation planning, and strategic consulting exclusively to independent insurance brokerages in the United States. The firm operates through three integrated service lines: Strategic Consulting & Market Insights (strategic planning, growth strategy, executive/producer compensation benchmarking), Valuation & Perpetuation Services (fair market valuations, equity incentive plans, succession planning), and Investment Banking & Transaction Advisory (sell-side, buy-side, debt/equity capital raise, mergers, due diligence). Capital raise capabilities are enabled through Reagan Securities, Inc., a wholly owned FINRA/SIPC registered broker-dealer subsidiary.

The firm's competitive positioning is anchored on proprietary data assets built over 32 years, most notably the Best Practices Study (an annual benchmarking study conducted jointly with the Independent Insurance Agents & Brokers of America since 1993, referred to as 'The Insurance Industry Bible'), the Reagan Value Index for agency valuation, and the Growth & Profitability Survey (a quarterly free benchmarking program). The firm is partner-led with eight partners representing 150+ years of combined insurance distribution experience, and works with 67 of the Top 100 U.S. insurance agents and brokerages.

Reagan Consulting generates revenue primarily through professional services fees: M&A success fees and transaction retainers, valuation engagement fees, strategic consulting fees, and capital raise commissions via Reagan Securities. Supplemental revenue comes from Best Practices Study report sales and ancillary publishing. Pricing is opaque and quote-based; the Growth & Profitability Survey is free to participating agencies as a top-of-funnel relationship builder. Marketing channels include the Best Practices Study, Reagan Summit conference, Reagan RedZone podcast, Reagan Quarterly publication, ReaganView newsletter, and participation in insurance industry events including the Insurance Investor-Connect Conference connecting agencies with PE buyers.

Name

Reagan Consulting

Legal name

Reagan Consulting, Inc.

Website

https://reaganconsulting.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Reagan Consulting is an Atlanta-based private advisory firm providing M&A, valuation, capital raising, and strategic consulting exclusively to U.S. independent insurance brokerages, anchored by 32-year proprietary benchmarking data and a FINRA-registered broker-dealer subsidiary.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Consulting & M&A Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-side/Sell-side) (BPAHADAC)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Insurance brokerage consulting
• M&A advisory services
• Agency valuation services
• Capital raise advisory
• Perpetuation planning

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Banking & Transaction Advisory: M&A advisory fees including sell-side and buy-side representation, merger facilitation, and transaction structuring. Revenue typically earned as success fees or retainers for completed transactions.
2. Strategic Consulting & Advisory: Fees for strategic business planning, growth strategy development, executive and producer compensation analysis, and industry benchmarking services.
3. Valuation Services: Fair market valuations, valuation estimates and analyses for agencies. Includes services for internal stock transfers, buy-sell agreements, ESOPs, and perpetuation planning.
4. Capital Raise Advisory: Debt and equity capital raise services for insurance brokerages seeking growth capital or internal perpetuation funding.
5. Research Publications: Revenue from Best Practices Study reports and other industry publications sold to agencies and industry participants.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels7 records

Core offering

Reagan Consulting provides M&A advisory, capital raising, valuation, growth consulting, perpetuation planning, and industry research to the nation's leading insurance brokerages. The firm operates three service lines—Strategic Consulting & Market Insights, Valuation & Perpetuation Services, and Investment Banking & Transaction Advisory—delivered through a partner-led model, and supports these with proprietary research publications (Best Practices Study, Growth & Profitability Survey, Reagan Quarterly, ReaganView newsletter, Reagan RedZone podcast) and an affiliated FINRA-registered broker-dealer (Reagan Securities, Inc.).

Product overview

Reagan Consulting is a consulting firm providing M&A advisory, capital raising, valuation, growth consulting, perpetuation planning, and industry research services to the nation's leading insurance brokerages. The firm operates across three main service lines: Strategic Consulting & Market Insights (strategic planning, growth strategy, compensation analysis, benchmarking), Valuation & Perpetuation Services (fair market valuation, ownership perpetuation planning, equity incentive plans, succession planning), and Investment Banking & Transaction Advisory (sell-side and buy-side M&A advisory, capital raises, mergers, due diligence). The firm also produces a portfolio of industry research products including the annual Best Practices Study (conducted jointly with the Big 'I' since 1993), the quarterly Growth & Profitability Survey (GPS), the ReaganView newsletter, Reagan Quarterly publication, and The Reagan RedZone podcast series.

Differentiator

Problem solved

Functional benefit

Brands

• Best Practices Study: Annual comprehensive study conducted jointly with Big 'I' examining top-performing independent insurance agencies since 1993
• Growth & Profitability Survey (GPS)
• ReaganView
• Reagan Quarterly
• The Reagan RedZone

Products and services

• Best Practices Study Annual comprehensive benchmarking study conducted jointly with the Big 'I' (Independent Insurance Agents & Brokers of America) since 1993, examining top-performing independent insurance agencies across key metrics including revenue growth, profitability, financial stability, expense management, and sales and operations productivity. Sold as a research publication; recognized as 'The Insurance Industry Bible.'
• Growth & Profitability Survey (GPS) Quarterly real-time benchmarking survey providing insurance brokers with confidential performance data. Participating agencies complete a 15-minute survey each quarter; results are 100% confidential; participation is free.
• Strategic Consulting & Market Insights Advisory services for insurance brokerages covering strategic business planning, growth strategy development, executive and producer compensation analysis, performance assessment, and industry benchmarking.
• Valuation & Perpetuation Services Advisory services for insurance brokerages including fair market valuation, valuation estimates and analysis, ownership perpetuation planning, equity incentive plan development, leadership succession planning, and ESOP advisory.
• Investment Banking & Transaction Advisory Comprehensive M&A advisory for insurance brokerages including sell-side advisory, buy-side advisory, debt and equity capital raise, mergers facilitation, and due diligence services. Delivered alongside affiliated FINRA-registered broker-dealer Reagan Securities, Inc.
• Reagan Quarterly Quarterly update publication covering the insurance distribution marketplace with market commentary and industry analysis.
• The Reagan RedZone Podcast Monthly podcast exploring key trends, takeaways, and insights for the insurance distribution industry, featuring Reagan team members and special guests.
• ReaganView Newsletter Occasional newsletter providing a seasoned perspective on issues, trends, and opportunities in the insurance distribution industry.

Quantifiable outcome

• 144 deals closed in last 5 years
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• Independent Insurance Agents & Brokers of America (Big 'I')coreStrategic or Co-development Partner · 1 January 1993Long-standing partnership since 1993 to produce the annual Best Practices Study, a comprehensive examination of top-performing independent insurance agencies. The study compiles benchmarking data on key metrics including revenue growth, profitability, financial stability, expense management, and sales operations productivity. This is Reagan Consulting's flagship research initiative and primary brand-building activity.
• Reagan Securities, Inc.coreOthersWholly owned subsidiary of Reagan Consulting, Inc. and affiliated FINRA/SIPC member broker-dealer. Conducts securities transactions and capital advisory services. Enables Reagan Consulting to provide comprehensive transaction advisory including capital raises.
• AmerisureminorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• ChubbminorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• Cincinnati Insurance Companies (CINFIN)minorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• Liberty Mutual/SafecominorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• NationwideminorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• The Hanover Insurance GroupminorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• TravelersminorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative
• ProgressiveminorGTM or Marketing PartnerSponsor of the 2025 Best Practices initiative

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• MarshBerry: MarshBerry is the closest direct competitor to Reagan Consulting, also providing M&A advisory, valuations, and consulting exclusively to insurance distribution. Both firms serve the same independent agency and brokerage clients and compete directly for sell-side mandates and perpetuation planning engagements.
• Cornerstone Strategic Advisory: Cornerstone is an insurance brokerage-focused M&A and consulting advisory that competes with Reagan for sell-side mandates, valuations, and strategic consulting for independent agencies, though at smaller scale.
• OPTIS Partners: OPTIS Partners is a dedicated insurance distribution M&A advisory firm specializing in sell-side and buy-side representation for independent insurance agencies. It competes directly with Reagan for agency M&A mandates in the same U.S. customer base.
• Insurance Management Associates (IMA): IMA is both a large insurance brokerage and operates M&A advisory services for insurance agencies. Its in-house M&A practice competes with Reagan for sell-side advisory mandates in the same independent brokerage segment.
• Agency Consulting Group (ACG): ACG provides consulting, M&A advisory, and valuation services to insurance agencies. It competes directly with Reagan for ownership transition, perpetuation planning, and strategic consulting engagements among independent brokerages.

Broad incumbents

• KPMG Advisory: KPMG's insurance practice provides M&A advisory, due diligence, and consulting to insurance brokerages and carriers. It competes with Reagan for larger transactions and serves overlapping clients in the insurance distribution vertical.
• EY-Parthenon: EY-Parthenon operates a broad insurance advisory practice including M&A due diligence and valuation services. Multiple Reagan professionals (Wes Mikec, John Merrill alumni) previously worked at EY, and EY competes with Reagan for larger insurance brokerage transactions.
• PwC Deals Practice: PwC's Deals practice provides M&A advisory and due diligence to insurance brokerages and PE acquirers in the insurance vertical. Head of Due Diligence John Merrill came from PwC, and the firm competes with Reagan for buy-side mandates.
• Raymond James Insurance Services: Raymond James has a dedicated insurance services practice providing M&A advisory and capital raising to insurance brokerages. Partner Mark Crites came from Raymond James' investment banking practice, and the firm competes with Reagan for larger transactions and capital raises.

Others

• Big 'I' (Independent Insurance Agents & Brokers of America): Big 'I' is Reagan's longest-standing partner in the Best Practices Study and the industry's largest trade association. While not a direct competitor, it is the most relevant ecosystem partner and overlapping voice in industry research and benchmarking.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/playlist?list=PL_gTHPenPnH0tO-3toWwTco0pQVHsA9tS

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reagan Consulting